Expired Attachments Report
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PLG
Would be useful to be able to run a report of current expired attachments. The widget is great but if it gets past the 7 days the expired attachment no longer shows up in the widget
It's not always possible to action and receive the updated document in the widget timeframe, and to find those that have expired and no longer showing on the widget is an extremely lengthy manual process checking every single record for an expired attachment. It would save a considerable amount of time to run an report in these circumstances
Training Team
Merged in a post:
Expiry dates in attached documents
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Tayla Smith
So many expired attachments are simply not appearing in the expiry widget or even on the report that is pulled. This should be a standard, especially when it is being used for legal things like expired medication etc. It seems as though once something has expired it disappears off the list. It needs to remain on the list until we add a new expiry date or mark it as clear. This is really important and in my opinion a huge flaw in this process. How are we supposed to track expired things with this if you won't notify us?
Training Team
Training Team
Training Team
Training Team
Merged in a post:
Report for Childs Attachment Expiry (that shows ALL attachments)
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Sarah A
There needs to be a report that shows the expiry date of all children's attachments, I can do it for staff but not the children. I can see it suggested on here multiple times and the suggestion has been marked as complete, yet there's still no report.
The Expiring Attachments section on the dashboard is not adequate as it only shows the last 4 weeks and the accompanying document you can generate only informs you of upcoming expiry dates.
Once the expiry date has passed, the notification disappears.
We upload Medical plans, Medication plans and Imm's but cannot use Xplor to generate a report that shows all the expiry dates, it would be something we would use very regularly.
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Suzanne
YES PLEASE!
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Diane McClelland
I agree that would be very helpful indeed
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Suzanne
YES!
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The Farmhouse
Agreed! Also deactivated accounts with expired docs show up in the report. Again, another waste of time, only active accounts with expired docs should be listed.
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Kim L
100% zero trust in the report and it is very time consuming to manually do this .
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